The fund invests in a balanced mix of income assets and growth assets. It excludes investments which do not satisfy certain socially responsible investment criteria. It is suited to investors looking for an investment that reflects their personal values, who are comfortable with a medium level of risk and are willing to accept a medium level of returns.

Description

Booster's investment methodology follows a strong belief that added value will mainly be derived by making appropriate top-down based economic, industry sector and sub-asset class assessments.

Within the SRI portfolios, Booster builds on this top down process by utilising a negative screening process which avoids certain industries that overall are assessed as having a negative impact on society, while focusing on selecting investments that offer exposure to the key economic and sector themes identified through our top down research. The assessment of investments for compliance with this methodology and criteria is tightly integrated with broader portfolio monitoring.

The results of this are required to be provided to the Booster Research Manager, and CIO, in respect of any new company’s addition. Where there is any potential ambiguity regarding the compliance of a new investment with the Booster SRI policy, its inclusion is required to be formally approved by the Booster Investment Committee. Corporate actions and changes in key business direction are monitored for existing portfolio holdings, to identify any changes that might impact a company’s compliance with the SRI criteria. As part of this process, each company is required to be reviewed at least annually. Any investments that are assessed to no longer comply with the SRI policy are required to be sold within a reasonable period.

With respect to fossil fuel exclusions, managed fund investments are researched relative to this criteria; however, in some cases they may include a small allocation to fossil fuels which is subject to ongoing monitoring of suitable alternatives.

The purpose of this tool is to assist you to find out about financial products that apply a responsible or ethical investment strategy that may be of interest to you. The information provided by this tool is not a recommendation to invest in any investment products. The tool does not take into account your particular investment objectives, financial situation or investment needs, all of which should be considered prior to making an investment decision. You should seek professional financial advice before making any investment decision.

What sets these investment products aside from regular ones on the market is they all have some type of responsible or ethical strategy applied to them.

At a minimum, their issuers explain these strategies in public documents and open their offices and books to third party verifiers who check these strategies are implemented according to what you read about them publicly.

You can also click through to see the underlying managers and / or stock holdings in each certified product as well as access a certified product’s recent performance results.

Because there are simply so many different approaches to investing (and interests that people have in it), we haven't set out to define responsible or ethical investing or standards. Instead, we've served up our member's certified products with a large dose of transparency and independent verification, so that you the consumer can draw your own conclusions from reliable information and choose investments that best suit your individual needs.